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Reposted YesterdaySaved
In-Office
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Join Old Mutual as an aspiring Financial Adviser to identify clients' financial needs, provide sound advice, recommend and implement fit-for-purpose financial plans, and build lasting customer relationships through consultative selling and strong customer focus.
YesterdaySaved
In-Office
Knysna, Garden Route, Western Cape, ZAF
Junior
Junior
Fintech • Payments • Financial Services
Provide financial advice and sell long-term insurance products; build and maintain client relationships through consultative selling, identify sales opportunities, manage customer feedback, and ensure compliance with FAIS and company requirements.
Top Skills: Sales Software
YesterdaySaved
In-Office
Cape Town, Western Cape, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Provide product advice and basic customer service to an allocated market. Handle inquiries, maintain CRM data, follow compliance procedures, prospect and develop customer relationships, identify sales opportunities, and perform routine business development and data entry tasks.
Reposted YesterdaySaved
In-Office
Thohoyandou, Vhembe, Limpopo, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Provide financial product advice and sales to an allocated market, handle routine customer service inquiries, maintain CRM data, prospect and develop customer relationships, follow sales scripts and compliance procedures, and support basic business development tasks.
Top Skills: CRMSales SoftwareSpreadsheets
YesterdaySaved
In-Office
Windhoek, Khomas, NAM
Mid level
Mid level
Fintech • Payments • Financial Services
Manage and grow a portfolio of corporate clients for pension, investment and annuity products. Own client relationships, deliver contracted services, advise on portfolio suitability, cross-sell, present to clients, meet sales targets, and liaise with actuarial, investment and legal stakeholders while keeping current with Namibian pension legislation.
Top Skills: Database ReportingSales Software
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YesterdaySaved
In-Office
Pinelands, Goromonzi, Mashonaland East, ZWE
Senior level
Senior level
Fintech • Payments • Financial Services
Conduct investigations for death claims under Section 37C of the Pension Funds Act: identify and trace dependants/nominees, investigate circumstances, recommend benefit allocation and payment method, maintain case files and reports, consult with specialists and sub-committee, and ensure compliance with legislation and fund rules.
Top Skills: AwdCompassCraftOmunet
Reposted YesterdaySaved
In-Office
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Identify clients' financial needs and recommend fit-for-purpose insurance and financial plans. Build relationships, sell solutions, manage sales data, and provide ongoing customer-focused advice to help clients meet lifetime goals.
Reposted YesterdaySaved
In-Office
Alberton, Ekurhuleni Metropolitan Municipality, Gauteng, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Drive consultative sales and build customer relationships by identifying needs and opportunities, using sales software and data, gathering customer feedback, and ensuring strong stakeholder communication and accountability.
YesterdaySaved
In-Office
George, Garden Route District, Western Cape, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Identify clients' financial needs, provide sound financial advice, recommend and implement tailored financial plans and solutions, and build/maintain customer relationships to achieve lifetime goals.
Top Skills: Sales Data ManagementSales Software
YesterdaySaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
Prepare and review financial, capital and risk reporting (including IFRS 17, SAM, EV), extract business insights, collaborate with accounting/product teams, improve models/processes, and support projects and embedding of IFRS 17 across personal finance products.
Top Skills: Ifrs 17ExcelProphetPythonSQL
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